See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $7,440 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 84-6049400 | Advisory (Plan) | $5,641 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,144 | $60,795-35.6% | $69,455-43.6% | $65,185-39.9% |
| Participation rate | 96.3% | 74.9%+21.5pp | 74.6%+21.7pp | 70.2%+26.1pp |
| Annual return | 17.06% | 17.46%-0.4pp | 28.97%-11.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,258 | $3,162+3.0% | $3,535-7.9% | $3,514-7.3% |
| Admin fee / account holder | $34 | $314-89.0% | $3,839-99.1% | $847-95.9% |